§ 13F · FUND PROFILE
BIP Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1623.1T (13F)Positions · 380Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$314.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 519K | $354.0T | 12.5% | +5% |
| 2 | USFR | WISDOMTREE TR | 5.31M | $267.0T | 9.4% | +36% |
| 3 | VOO | VANGUARD INDEX FDS | 252K | $157.8T | 5.6% | — |
| 4 | VTI | VANGUARD INDEX FDS | 344K | $115.4T | 4.1% | +49% |
| 5 | VTV | VANGUARD INDEX FDS | 490K | $93.6T | 3.3% | +402% |
| 6 | TFLO | ISHARES TR | 1.50M | $75.6T | 2.7% | +334% |
| 7 | EFA | ISHARES TR | 643K | $61.7T | 2.2% | +2% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 1.78M | $58.0T | 2.0% | — |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | 404K | $57.1T | 2.0% | +68% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 641K | $47.2T | 1.7% | +42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIP SIGNAL
AC read
BIP Wealth, LLC is a Other fund managing $1623064.3 trillion in assets. The fund runs a broad portfolio of 380 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed